Reporting objects are added to your report using the same drag & drop techniques used for apps.
Once an object has been added to your report the next step may be to link it to a data source. If you only have a single data source then it will be selected automatically, but if you have more than one data source in your report go to the Settings section and select the data source from the list available.
You will also have to specify which objects from the data source you want to report on and what data you want to display in the report.
This will differ from object to object but for the charts (Pie, Bar & Line) do the following:
1.In the Fields / Group section, select the fields to report on or click the ellipses button to specify fields for the chart.
2.In the Fields / Value section, select the function (such as Sum or Average) as well as the fields on which to report the values. Alternatively, you may choose to click the ellipses button to build a value statement for the chart.
|
Most of the functions are statistical and can only be applied if the object you are reporting on is a Numeric Input object. The exception is the Count function which can be applied to non numeric objects and will return the number of instances. |
|
Remember that you can preview your report to see how it looks before moving on. |
|
Bar Chart (3 min) |
The Bar Chart is one of the options available for displaying data in a report. Watch this tutorial to learn how to use this in your reports. |
|
Pie Chart (2 min) |
The Pie Chart is another of the options available for displaying data in a report. Watch this tutorial to learn how to use this in your reports. |
|
Line Chart (2 min) |
The Line Chart is another of the options available for displaying data in a report. Watch this tutorial to learn how to use this in your reports. |
Next: Adding Reporting Tables
Return to: Report Design - Getting Started, QuickStart Tutorials
